COCOA
The Past and Future of the Cocoa Market
After covering the key factors that have driven cocoa prices since 2020, we'll provide our perspectives on the future path of this commodity.
ANALYSIS
COTTON
The Past and Future of Cotton Prices
In this post, we're going to explore the trends and influences that have molded the trajectory of cotton prices starting from 2020. As we reach the end, we'll share our insights on the potential future direction of this market.
CORN
The Evolution and Outlook of Corn Prices
We'll delve into the trends that have shaped the path of corn prices since 2020. Then, we'll provide our perspectives on the potential future course of this market.
SOYBEAN
Outlook for Soybean Prices
From 2020 onwards, the commodity market, encompassing soybeans and other agricultural products, might have embarked on a supercycle period.
WHEAT
Wheat Prices: A Look Back and Ahead
We delve into the key driving forces that have been shaping the wheat market since 2020. Then, we speculate on the potential trajectory this market might take.
SILVER
Shaping the Future of Silver Prices
Evidently, this particular scenario may not come to fruition. Nevertheless, we deem it a likely outcome. Episodes of profound collapses and panic, similar to the one observed in 2020, frequently precede commodity supercycles.
CRUDE OIL
Oil Prices (WTI): A Glimpse into the Future
Starting in 2020, the commodity market may have entered a supercycle phase. Such supercycles usually extend beyond 8 years and lead to substantial price escalations.
COPPER
Where Are Copper Prices Heading?
Scenario 1. Since 2020, the commodity market might have been going through a supercycle. Scenario 2. Copper could be undergoing a brief correction phase before retesting the lows of 2022. The catalyst for this scenario might be a recession expected to materialize in 2024.
AI
AI and Equities: an Affair or a Relationship? (July 2023)
Artificial intelligence (AI) is revolutionizing the economy by substantially enhancing efficiency and productivity. That is, we are witnessing the early phases of what could very well become a transformative era in our history.
GDP
Is a Soft Landing Possible? (July 2023)
Instead of a soft landing, a "hard landing" scenario will come to fruition at some point. When? While the timing is uncertain, the collapse may be delayed until somewhere next year.
SP500
Is the S&P 500 Poised for a Melt-up? (July 2023)
While we expect a recession, probably at some point next year, we believe that the market will continue to rise for the next few months.
NATURAL GAS
Is Natural Gas Forming a Floor? (July 2023)
After the dramatic decline since August 2022, the market might be entering a transition phase in which the trend goes from down to a period of relative stability.